Funder DirectoryTHE WERTH FAMILY FOUNDATION INC
Back to directory

Private foundation (trust)EIN 800024133Est. 2002-12

THE WERTH FAMILY FOUNDATION INC

WOODBRIDGE, CT 06525

Total Assets

$11.2M

FY 2022

Annual Giving

$1.0M

FY 2022

Grants Made

50

FY 2022

Avg Grant

$20K

FY 2022

Grant Range

$24–$300K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2022 filing

Total Revenue

$1.4M

Total Expenses

$1.1M

Qualifying Distributions

$1.0M

Distributable Amount

$536K

Min. Investment Return

$540K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

50 grants

Grant sizes from minimum $24 through median $2K to maximum $300K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2019 to 2022. Peak $1.4M in 2019. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

109 grants

VARIOUS 501 (C) (3) ORGANIZATIONS-SEE ATTACHED
$2.5M
2 grants
SCSU FOUNDATION
$600K
2 grants
HMA ENDOWMENT
$125K
1 grant
HCC ENDOWMENT
$125K
1 grant
MASSARO COMMUNITY FARM
$100K
2 grants
COLUMBUS HOUSE
$100K
1 grant
GAYLORD HOSPITAL
$100K
1 grant
CT FOODSHARE
$75K
1 grant

Grant Size Distribution

109 grants

<$10K
66
grants
$10–50K
32
grants
$50–250K
7
grants
$250K–1M
2
grants
$1–5M
2
grants
$5M+

Geographic Focus

4 states

Connecticut
$4.6M
97% of total
Massachusetts
$125K
3% of total
Rhode Island
$2K
0% of total
New Hampshire
$1K
0% of total

Ready to work on a proposal for THE WERTH FAMILY FOUNDATION INC?

Open a draft with this funder pre-selected. Add guidelines when you have them.

Draft an application for THE WERTH FAMILY FOUNDATION INC
Funder alerts

Track THE WERTH FAMILY FOUNDATION INC

Get an email when Grantivo has new data for THE WERTH FAMILY FOUNDATION INC, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.